Agent ou agente, Services de gestion de trésorerie

TD; Moncton; On-site; CAD 45,000 - 64,000; Full time

Job summary

TD is seeking a Cash Management Services Officer in Moncton to enhance customer experience while managing deposit and cash management tasks. This full-time position requires strong customer service skills and offers opportunities for business growth. The role involves direct interactions with clients and supporting internal partners, along with maintaining regulatory compliance.

Qualifications

• 1+ years of work experience required.
• Understanding of banking products and services.
• Ability to manage customer relationships effectively.

Responsibilities

• Deliver exceptional service and manage cash products.
• Identify business opportunities for existing customers.
• Support cash management projects.

Skills

Customer Service

Sales

Problem Solving

Job description

4 days ago Be among the first 25 applicants

45,300 - $63,900 CAD

The Cash Management Services Officer (CMSO) position is found in units in which volumes warrant a dedicated resource for deposit and cash management administrative matters. This position is accountable to deliver a superior customer experience and support profitable business growth.

37.5

45,300 - $63,900 CAD

The Cash Management Services Officer (CMSO) position is found in units in which volumes warrant a dedicated resource for deposit and cash management administrative matters. This position is accountable to deliver a superior customer experience and support profitable business growth.

CUSTOMER

• Meet or exceed LEI target and be actively involved in ensuring the unit meets or exceeds its LEI target.
• Deliver exceptional service at every interaction and execute on plans to continuously improve the customer experience
• Maintain a working knowledge and understanding of deposit and cash management banking products and services
• Develop a network of contacts within TD in order to improve knowledge and ability to service customers.
• Support internal partners with ongoing projects and develop a clear understanding of how changes will affect a customer’s business
• Act as first point of contact for ongoing customer cash management questions and concerns, resolving them where possible, and communicating to MCM, Relationship / Account Managers, etc. as appropriate
• Assist cash management team in the resolution of customer concerns.
• Deliver the Bank” by identifying and referring appropriate TDBG Business Partners and Products
• CMSO is responsible for the implementation of new cash management products and services
• Provide training to customers for new products sold

SHAREHOLDER

• Identify additional business opportunities for existing customers and advise the Cash Management Manager (MCM), Relationship / Account Manager as appropriate
• Prepare and support MCM, Relationship / Account Managers by gathering non-credit profitability data to support account planning and relationship review activities by leveraging Deposit and Cash Management pricing reports to identify re-pricing and cross-sell opportunities
• Assist in preparation of Pricing Committee submissions where exception pricing is required.
• Assist in the preparation of presentations to clients for Manager, Cash Management, Relationship / Account Managers
• Develop and maintain understanding of pricing models / concepts
• Deepen existing customer relationships by consistently following the Business Banking Relationship Methodology
• Actively refer to other business partners both within Business Banking and across TDBG and respond effectively to reciprocal referrals.
• Ensure products and services are sold and operate in a compliant manner minimizing the regulatory compliance and operational risk to the Bank.
• Complete all compliance and attestations within required timelines.
• Prepare, follow and track appropriate documentation to support implementation of deposit and cash management products and services
• Be knowledgeable of and comply with Bank and Industry Codes of Conduct

EMPLOYEE / TEAM

• Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues / points of interest
• Support the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unit
• Participate in personal performance management and development activities, including cross training within own team
• Keep others informed and up-to-date about the status / progress of client request and new proposals and / or all relevant or useful information related to day-to-day activities
• Contribute to a fair, positive and equitable environment that supports a diverse workforce
• Build and maintain solid relationships with internal business partners acting as a link to those groups
• Act as a brand ambassador for your business area / function and the bank, both internally and / or externally

BREADTH & DEPTH

• Requires expertise in a variety of sales related activities to provide advice on transactions and product features to customers and / or internal partners
• Requires advanced skills and expertise in a defined set of products and processes and could be characterized by moderate complexity / risk
• Gathers and analyzes data to identify and to help solve complex problems
• Uses sound judgement and understanding of process / policy risk when recommending exceptions outside general practices or guidelines
• Understands how related customer or sales teams coordinate their efforts and resources to achieve objectives of a business area
• Impacts their own team and other sales teams whose work activities are closely related
• Recommends modifications to existing sales or customer service processes and solutions to improve the efficiency of the team
• Evaluates and communicates unusual and / or complex content in a clear manner; handles sensitive information and escalated matters
• Generally, reports to the Manager Cash Management.

Experience & Education

• 1+ years of work experience

Seniority level

Seniority level

Entry level

Employment type

Employment type

Full-time

Job function

Job function

Sales and Business Development

Banking

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